SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-01 |
| Reported value | $473,601,315 |
| Positions | 102 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | JPM | COM | $131,264,179 | 401,007 |
| ISHARES TR | IVV | CORE S&P500 ETF | $61,263,573 | 81,708 |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $25,808,676 | 187,601 |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,265,133 | 240,817 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $19,271,236 | 249,839 |
| ISHARES TR | IJR | CORE S&P SCP ETF | $18,441,241 | 124,275 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $14,093,454 | 62,015 |
| ISHARES INC | IEMG | CORE MSCI EMKT | $10,144,801 | 122,396 |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $9,410,876 | 431,677 |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $8,985,143 | 431,138 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.